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Varun Beverages' Q3 volume surge can't mask margin pain

New Delhi, Nov. 2 -- PepsiCo bottler Varun Beverages Ltd's (VBL) solid volume growth in the September quarter (Q3CY26) was overshadowed by margin compression. Investors didn't take this well, pulling ... Read More


Muthoot's solid gold loan AUM loses sheen amid asset quality stress, stiff competition

New Delhi, Nov. 2 -- Muthoot Finance shares slid to a new 52-week low of Rs.2,305 on the National Stock Exchange on Monday as investors tried to digest the asset quality deterioration in the September... Read More


Asian Paints' strokes of price hikes to fight inflation yet to brighten margins

New Delhi, Oct. 30 -- Asian Paints' consolidated gross margin felt the heat of high-cost inventory absorption in the September quarter (Q2FY27), sliding to a 15-quarter low of 39.7%, down around 350 b... Read More


'AI-trade' bust will aid India only partially; don't tweak LTCG, says Madhavi Arora of Emkay Global

New Delhi, Oct. 23 -- Amid persistent foreign fund outflows, Madhavi Arora, chief economist at Emkay Global Financial Services, suggests rationalizing the effective transaction-tax burden rather than ... Read More


DLF rebounds in Q2 as luxury demand drives Rs.3,800 crore pre-sales

New Delhi, Oct. 21 -- After four quarters of a lull in new project launches, DLF made a comeback in the September quarter (Q2FY27). Pre-sales or bookings were higher than anticipated, zooming to Rs.3,... Read More


HCL's Q2 brings cheer. Will premium valuations limit upside?

New Delhi, Oct. 13 -- HCL Technologies' stock rose 7% on Tuesday after select broking firms upgraded their earnings estimates, factoring in the positives in the September quarter (Q2FY27) results. Sti... Read More


A tightening test for global economic resilience

New Delhi, Oct. 12 -- In the war against inflation, 16 central banks raised benchmark interest rates at their September and October meetings. The Reserve Bank of India joined the bandwagon last week, ... Read More


Why flexible office space providers are grabbing centre stage

New Delhi, Oct. 12 -- Flexible space operators are in a solid form. Shares of WeWork India Management, Indiqube Spaces and Smartworks Coworking Spaces have rallied 17-39% in the last six months. Risin... Read More


A 50-75 bps rate-hike cycle won't materially derail household consumption: Tanvee Gupta Jain of UBS

New Delhi, Oct. 9 -- The Reserve Bank of India (RBI) could raise rates by 50-75 basis points (bps) cumulatively in the remainder of fiscal year 2027 (FY27), helping contain inflation expectations with... Read More


Chart beat: AI boom drives current account divergence between North and Southeast Asia

New Delhi, Oct. 5 -- In a stark contrast, the current account divergence between North and Southeast Asia is widening amid the artificial intelligence (AI) boom. Northeast Asia is seeing a current acc... Read More